高盛
共 779 份研报 · 海外机构
寒武纪（688256.SS）：2026年第三季度环比持续增长；收入预计在2028年前保持三位数增长；买入
Cambricon (688256.SS): 3Q26 sequential increase continues; revenues to grow at triple digits through 2028; Buy
高盛·2026-10-26·9 页·科创板
拜耳（BAYGn.DE）：DASL-HiCAP数据支持Nubeqa更早使用的潜力
高盛·2026-10-26·7 页·其它
SGS（SGSN.S）2026年第三季度业绩——对ALQ的传导效应
SGS (SGSN.S) 3Q26 result - ALQ read-through
高盛·2026-10-26·7 页·其它
高盛 - JSW钢铁（JSTL.BO）：2027财年第二季度业绩回顾：持续聚焦产能扩张是主要差异化优势；维持买入评级
JSW Steel (JSTL.BO): Q2FY27 Results Review: Sustained focus on capacity growth is a major differentiator; maintain Buy
高盛·2026-10-26·10 页·其它
JCDecaux（JCDX.PA）：审视数字户外广告的势头，巴西或成为程序化应用的潜在案例研究
JCDecaux (JCDX.PA): Examining momentum in Digital OOH, with Brazil a potential case study for Programmatic adoption
高盛·2026-10-26·16 页·其它
紫金矿业（2899.HK）业绩回顾：三季度业绩基本符合预期，金价走弱被铜价走强抵消；量价齐升驱动盈利增长兑现，维持买入评级（坚定信念名单）
Zijin Mining (2899.HK) Earnings Review: 3Q26 mostly inline as weaker gold offset by higher copper; Rising price and volume to drive profit growth delivery; Maintain Buy (on CL)
高盛·2026-10-25·12 页·港股
中国：房地产下行幅度超预期，但增长拖累未来几年仍将逐步缓和
China: Property Downturn Deeper Than Previously Anticipated, But Its Growth Drag Should Still Ease Gradually in the Years Ahead
高盛·2026-10-25·10 页·中国经济
韩国：即使采用更保守的估值假设，风险回报依然有利
Korea: Favorable risk/reward even with more conservative valuation assumptions
高盛·2026-10-25·13 页·市场策略
欧元区——财政政策为选举周期蓄势
Euro Area—Fiscal Policy Gears Up for the Electoral Cycle
高盛·2026-10-25·13 页·海外经济
韩国市场周报：主要财报季前全球AI板块避险情绪延续，KOSPI再跌2%
KOSPI declined further by 2% amid continued risk-off sentiment across global AI names ahead of major earnings reports
高盛·2026-10-25·23 页·市场策略
Summit Therapeutics（SMMT.US）：ESMO管理层会议解读——胆管癌三期临床成功及ivonescimab更广阔前景
Summit Therapeutics Inc. (SMMT): Management meeting at ESMO frames the Phase 3 biliary tract cancer win and broader ivo outlook
高盛·2026-10-25·11 页·美股
截至2026年10月26日的每周债务发行量、资产管理规模、交易所交易衍生品成交量及基金设立情况
Weekly debt issuance, AUM, exchange traded derivative volumes and fund formation as of 10/26/26
高盛·2026-10-25·18 页·金融
中国消费必需品：价值型零售商——专家电话会议要点：结构性渠道转型下持续稳健的赢家，依托稳健的单店经济模型与充足的门店加密空间
Value Retailers: Expert Call Takeaways — A continued durable winner amid structural channel shifts backed by resilient UE / ample infill potential
高盛·2026-10-24·7 页·商贸零售
中国：9月财政收入增速放缓、支出仍显疲软；下调2026年全年AFD预测
China: Fiscal revenue growth slowed in September, while spending remained subdued; lowering our 2026 full-year AFD forecast
高盛·2026-10-23·9 页·中国经济
中国出行科技：2026年三季度ADR业绩前瞻：国内需求走弱、政策支持退坡、研发投入走高
China Mobility Tech: 3Q26 ADRs Preview: Weaker domestic demand, lower government support, higher R&D
高盛·2026-10-23·18 页·交运设备
全球医疗保健：制药行业——ESMO 2026前瞻：肿瘤专科处方趋势分析
Analysing Oncology Specialist Prescribing trends into ESMO
高盛·2026-10-23·57 页·医药生物
欧洲电信行业：SpaceX在美国的基站雄心继续引发美国竞争担忧，但频谱主权将使欧洲隔绝在外
European telecoms: SpaceX's US cell-site ambitions continue to raise US competition concerns, but spectrum sovereignty should leave Europe
高盛·2026-10-23·5 页·信息技术
洽洽食品（002557.SZ）业绩回顾：对春节出货信心充足；葵花籽成本顺风可期，并承诺股东回报
Chacha Food Co. (002557.SZ) Earnings review: confident on CNY shipments; sunflower seed cost tailwind likely and commitment to shareholder returns
高盛·2026-10-23·11 页·A股
纽蒙特（NEM.US）：初步解读：三季度成本与副产品表现超预期并下调成本指引；2027年产量指引符合预期；维持"买入"评级
Newmont Corp. (NEM): First take: 3Q beat on costs/by-products lowers cost guidance; CY27 indications in-line; Buy
高盛·2026-10-23·12 页·美股
凯莱英（6821.HK）2026年三季度业绩回顾：四季度交付是恢复能见度的关键；2027财年加速逻辑完好
Asymchem (6821.HK) 3Q26 Earnings review: 4Q delivery key to restoring visibility; FY27 acceleration intact
高盛·2026-10-23·9 页·港股
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